Safe Harbor Fiduciary, LLC Schwab Strategic Tr Us Dividen Transaction History

Safe Harbor Fiduciary, LLC

  • $107 Billion
  • Q2 2025

A detailed history of Safe Harbor Fiduciary, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Safe Harbor Fiduciary, LLC holds 26,593 shares of SCHD stock, worth $722,797. This represents 0.66% of its overall portfolio holdings.

Number of Shares
26,593
Previous 36 73769.44%
Holding current value
$722,797
Previous $1.01 Million 69881.63%
% of portfolio
0.66%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$24.32 - $27.87 $645,866 - $740,143
26,557 Added 73769.44%
26,593 $705 Million
Q4 2024

Feb 13, 2025
BUY
$26.93 - $84.95 $457 - $1,444
17 Added 89.47%
36 $984,000
Q3 2024

Nov 13, 2024
BUY
$77.02 - $85.06 $1,463 - $1,616
19 New
19 $1.61 Million

Others Institutions Holding SCHD

# of Institutions
2,014
Shares Held
885M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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